Financial Services news & resources

Microsoft Dynamics Partner Roundup: CRM integration; Partnership; Apps on AppSource; New hire

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
BI and Reporting Business Central Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Financial Services Sales & Marketing

Microsoft Dynamics Partner Roundup: VAR acquisition; Enterprise deployment; F&SCM customer wins

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Dynamics 365 Finance and Operations Financial Services Food & Beverage Industrial Equipment Lease Management Manufacturing

Microsoft Dynamics Partner Roundup: Payment integration: Industry alliance; Engagement letters; Learner engagement

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Accounting Business Central Business Process Mgmt Customer Engagement Document Automation Dynamics 365 Education Finance and Operations Financial Management Financial Services Life Sciences Manufacturing

IBM teams up with Microsoft to support generative AI

by MSCN Reporter

The companies are expanding their partnership to scale Azure OpenAI Service, including by launching a managed AI service for developers and data scientists

AI and Machine Learning Azure Business Performance Mgmt Compute Development Financial Services Healthcare Integration Power Platform Procurement
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Moody's teams up with Microsoft on Copilot generative AI initiative

by MSCN Reporter

Together, the two companies plan to co-create new products and services

AI and Machine Learning Automated Data Collection Azure Data Management Financial Services Insurance

EY launches Tax Copilot with Microsoft Azure OpenAI Service

by MSCN Reporter

Developed with Microsoft using Azure OpenAI Service, Power Platform, and other Microsoft apps, EY plans to use the platform to improve its services

AI and Machine Learning Compute Development Financial Services Integration Power Platform Tax Management

KPMG and Microsoft announce generative AI partnership

by MSCN Reporter

New initiative aims to incorporate generative AI for audit and tax

AI and Machine Learning Compute Development Financial Services Integration
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Bloomberg to provide financial datasets via Azure Virtual Networks

by MSCN Reporter

By making Bloomberg Data licenses available on Azure, Bloomberg and Microsoft are encouraging mutual customers to read data directly from Azure Blob Storage containers

Azure Data Integration Databases Financial Services Integration

MSDW Podcast: Project management, training, and Microsoft channel life with Neil Benson

by MSDW Reporter
Associations Customer Engagement Dynamics 365 Financial Services Insurance MSDW Podcast Power Platform

Microsoft Dynamics Partner Roundup: Contact center integration; Banking tech; Executive hires

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Banking Customer Engagement Customer Experience (CX) Customer Service Customer Service Dynamics 365 Financial Services

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We Fixed These D365 Performance Nightmares – Here’s How | WEBINAR

XPLUS

GP Payroll Sunset Strategy; How to Plan for Your Payroll Transition

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Deployable Agents Tailored to Your Payables Needs

Fidesic

Customer Spotlight Video: Provance and Leeds City Council

Provance

Struggling to Scale Regression Testing in Dynamics 365 From Manual Effort to Autonomous Coverage

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Leading with AI in Financial Services: From Automation to Intelligent Finance

AlfaPeople
How financial institutions can use Microsoft AI to improve operations, decisions, and customer experiences.
AI Agents Business Central Copilot Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Financial Services Project Operations

The Partner's Guide to Assessing AP Transformation Risk During Dynamics GP-to-BC Migrations

Mekorma
A practical guide to reducing AP risk during GP to Business Central migrations.
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The Hidden Cost of Your Microsoft Dynamics Stack: Why ERP and CRM Integration Debt Is Holding You Back

Bluefort
Stop paying the hidden cost of disconnected ERP and CRM data.
AI Agents Aerospace & Defense Agriculture Architecture Associations Automotive Boating Business Central Business Process Mgmt Chemicals Construction Consumer Goods

Terminal Velocity: The D365 Finance Payment Playbook

Bluefort
The biggest barrier to finance velocity in D365 Finance may not be your ERP, it may be the payment architecture sitting around it.
AP Automation Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Chemicals Complex Billing Construction Consumer Goods

Stop Paying to Collect Payments: The Payment Automation Playbook for Business Central

Bluefort
The hidden cost of payment processing in Business Central isn’t the payment. It’s everything that happens after it.
AP Automation Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Chemicals Complex Billing Construction
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Bank Avera modernizes accounts payable with Microsoft Dynamics 365 Finance

AlfaPeople
Bank Avera transformed its paper-based accounts payable processes with Microsoft Dynamics 365 Finance and Invoice Capture. With digital approvals, cloud-based operations, and integ
Copilot Dynamics 365 Finance and Operations Financial Management Financial Services

How a Leading CPA Firm Modernized Finance—and Closed the Books in Just 3 Days

Velosio
Outgrowing QuickBooks: How Berkowitz Pollack Brant Built a Scalable ERP Foundation for Growth
Dynamics 365 Finance and Operations Financial Services Professional Services Tax and Accounting

Financial Advisory Firm Gets Immediate ROI from Upgrade to Dynamics Business Central

Velosio
One financial advisory firm upgraded to the cloud for immediate cost savings and better data management
Business Central Dynamics 365 Financial Services

Rio Marine Shortens Their Payment Cycle by 75% with Mekorma

Mekorma
Now able to build batches, get approvals, and print checks or create ACH files within a single day
AP Automation Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Chemicals Complex Billing Construction

Beyond Checks: How Mekorma Streamlined AP for Senior Living Facilities

Mekorma
This senior housing operator cut checks — and boosted efficiency — with Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Business Performance Mgmt Business Process Mgmt
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The emfluence Marketing Platform for Microsoft Dynamics

The emfluence Marketing Platform is a marketing automation solution built to work hand-in-hand with Microsoft Dynamics 365...
Dynamics 365 Dynamics CRM Dynamics Marketing Education Financial Services Healthcare Insurance Manufacturing Marketing Automation Sales & Marketing

Guide to Choosing Your Payment Hub Subscription

Mekorma Payment Hub offers three subscription tiers, but how do you choose the best one for your organization? Use this guide...
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Banking Billing Boating Business Central Check Printing

BI4Dynamics AX - Business Intelligence for Microsoft Dynamics AX

BI4Dynamics AX is a standardized business intelligence solution on top of Microsoft Dynamics AX that covers all main...
Aerospace & Defense Agriculture Architecture Automotive BI and Reporting Boating Chemicals Construction Consumer Goods Data Warehousing Design & Decorating Distribution

BI4Dynamics NAV - Business Intelligence for Microsoft Dynamics NAV

BI4Dynamics NAV is a standardized business intelligence solution on top of Microsoft Dynamics NAV that covers all main...
Aerospace & Defense Agriculture Architecture Automotive BI and Reporting Boating Chemicals Construction Consumer Goods Data Warehousing Design & Decorating Distribution
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